Cornerstone Planning Group’s Smith & Nephew SNN Stock Holding History

Cornerstone Planning Group’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-48	Closed	-$1.44K	–	1450
2026 Q2	$1.44K	Sell	48 -1	-2%	-$31	﹤0.01%	1401
2026 Q1	$1.54K	Buy	49 +27	+123%	+$919	﹤0.01%	1354
2025 Q4	$745	Sell	22 -13	-37%	-$445	﹤0.01%	1416
2025 Q3	$342	Buy	35 +6	+21%	+$207	﹤0.01%	1563
2025 Q2	$1.03K	Buy	29 +15	+107%	+$423	﹤0.01%	1104
2025 Q1	$371	Hold	14	–	–	﹤0.01%	1371
2024 Q4	$357	Sell	14 -70	-83%	-$1.86K	﹤0.01%	1237
2024 Q3	$2.42K	Buy	84 +9	+12%	+$267	﹤0.01%	723
2024 Q2	$2.21K	Buy	+75	New	+$1.87K	﹤0.01%	739
2024 Q1	–	Sell	-4	Closed	-$109	–	1183
2023 Q4	$109	Hold	4	–	–	﹤0.01%	896
2023 Q3	$99	Buy	+4	New	+$112	﹤0.01%	1100

Other funds holding SNN

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return

Cornerstone Planning Group's SNN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Smith & Nephew (SNN) in Q3 2026, closing a stake of 48 shares — an estimated $1.44K sold.

Cornerstone Planning Group first reported a position in SNN in Q3 2023 and held it in 11 quarters. The position peaked at $2.42K in Q3 2024. 53 funds tracked by Wall St. Rank hold SNN as of Q3 2026.

Cornerstone Planning Group reported no remaining Smith & Nephew position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 48 Smith & Nephew shares in Q3 2026, an estimated $1.44K.
Cornerstone Planning Group first reported a position in Smith & Nephew in Q3 2023 and held it in 11 quarters.
Cornerstone Planning Group's Smith & Nephew position peaked at $2.42K in Q3 2024.
53 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.